CAT · News · 20261105N
Supply Chain Tariff Impact
CATERPILLAR INC · 2026-11-05 · Importance 64 · Surprise 42 · In source text
Caterpillar faces estimated annual tariff costs of $2.2 billion. The report said these costs compound the difficulty of converting its $78.1 billion backlog into revenue amid slow deliveries. The stated annual cost exceeds the materiality threshold of $620 million.
Key facts
- Caterpillar faces estimated annual tariff costs of $2.2 billion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | contingent | -1.6% | Caterpillar faces estimated annual tariff costs of $2.2 billion. |